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John Bruce Lloyd

ULLMAN JOHN & ASSOCIATES INC·CORNING, New York
Unclaimed Profile
51 EAST MARKET ST, CORNING, NY 14830CRD# 4463063Firm CRD# 105361
01

About

John Bruce Lloyd is a registered financial advisor based in CORNING, New York, affiliated with ULLMAN JOHN & ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ULLMAN JOHN & ASSOCIATES INC
JOHN G. ULLMAN & ASSOCIATES, INC
AUM
$1.3B
Regulatory assets under management
Employees
56
Total firm employees
View all advisors at ULLMAN JOHN & ASSOCIATES INC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4463063
Firm CRD# 105361
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Bruce Lloyd offer?
John Bruce Lloyd specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CORNING, New York for a consultation.
What are John Bruce Lloyd's credentials?
John Bruce Lloyd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Bruce Lloyd located?
John Bruce Lloyd is based in CORNING, New York, working with ULLMAN JOHN & ASSOCIATES INC. Their office serves clients in the CORNING metropolitan area and surrounding communities.
How does John Bruce Lloyd charge for services?
John Bruce Lloyd's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ULLMAN JOHN & ASSOCIATES INC?
ULLMAN JOHN & ASSOCIATES INC has approximately 56 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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